U.S. federal trademark · Serial No. 85899908 · Reg. No. 4576884
Wealth management, financial planning, and investment advisory services; financial services in the nature of multi-family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust management, review of insurance needs and policies; investment and financial services, namely, financial risk planning, legacy planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the field of wealth management, namely, advising high net worth individuals on issues of portfolio planning and investment planning; Providing virtual online financial account aggregation services in the nature of consolidating financial information for family members and their advisors from multiple sources via a website
Computer services, namely, providing an interactive website featuring technology that allows a team of financial advisors to combine their expertise to manage financial accounts, documents and papers of a single family; providing a website featuring technology that enables financial advisors to consolidate a family's account information from multiple sources
Providing a virtual family office repository in the nature of a website for the electronic storage of financial documents and papers for family members and their advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.